See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,257 | $100,754-47.1% | $86,677-38.6% | $134,475-60.4% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -18.28% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $820 | $3,489-76.5% | $2,836-71.1% | $4,740-82.7% |
| Participant deferral / active EE | $2,874 | $5,338-46.2% | $4,656-38.3% | $6,400-55.1% |
| Admin fee / account holder | $2,973 | $10,926-72.8% | $7,493-60.3% | $11,426-74.0% |